Senior PCG Manager

Job PurposeTo design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses on equipping PCG advisors with comprehensive product knowledge, client relationship strategies, and market insights. The trainer will work closely with business...

About the role: The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organization. To ensure quality deliverables within stipulated timelines - To ensure all processes are followed keeping in mind...

Group Leader- PCG EquitiesLocation: MumbaiReporting to: Regional Head- PCGCompany: Motilal OswalAbout the role:The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goalare achieved as per projections for the financial year - To take initiatives in new business as given by theorganization. To ensure quality...

Job DescriptionAnand Rathi share and stock brokers limited is looking for PCG - Advisor to join our dynamic team and embark on a rewarding career journey.Responsibilities:- Provide expert advice and insights on specific subject matters.- Assist clients or management in decision-making processes.- Conduct thorough research to support advisory services.-...

Job DescriptionGroup Leader- PCG EquitiesLocation: MumbaiReporting to: Regional Head- PCGCompany: Motilal OswalAbout the role:The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goalare achieved as per projections for the financial year - To take initiatives in new business as given by theorganization. To...

Dear Candidate,Greetings from Mirae Asset Sharekhan Please find below JD for the role of Advisory Manager PCGDirect Responsibilities :The main responsibility of this role is to achieve the Business Target set for them which includes Broking RevenueCross selling third party products and inhouse products launched by Sharekhan from time to timeServicing...

Senior Advisory PositionThe Role of Senior Advisory is to lead the PCG advisory team for commodities vertical in a top broking setup.This role requires leading and maintaining the profit and loss of the team/branch monthly, as well as delivering customized equity advice to assigned PCG customers as per defined timelines.About Our Client A leading financial...

Group Leader- PCG EquitiesLocation: MumbaiReporting to: Regional Head- PCGCompany: Motilal OswalAbout the role:The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organization. To ensure quality...

PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like...

Position - VP AVP DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee IFA), Equity Broking1) Advising Ultra HNI clients on Equity, F&O- Equity Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and...